VisionPoint Advisory Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

VisionPoint Advisory Group’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-15,435	Closed	-$305K	–	133
2019 Q3	$305K	Buy	+15,435	New	+$303K	0.08%	97

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VisionPoint Advisory Group's FPE Position: Q4 2019 in Review

VisionPoint Advisory Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2019, closing a stake of 15,435 shares — an estimated $305K sold.

VisionPoint Advisory Group first reported a position in FPE in Q3 2019 and held it in 1 quarter. The position peaked at $305K in Q3 2019. 304 funds tracked by Wall St. Rank hold FPE as of Q4 2019.

VisionPoint Advisory Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2019 after selling out during the quarter.
VisionPoint Advisory Group sold 15,435 First Trust Preferred Securities and Income ETF shares in Q4 2019, an estimated $305K.
VisionPoint Advisory Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2019 and held it in 1 quarter.
VisionPoint Advisory Group's First Trust Preferred Securities and Income ETF position peaked at $305K in Q3 2019.
304 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2019.

Based on VisionPoint Advisory Group's 13F filing for Q4 2019, filed 30 Jan 2020.